Manage Team Members and Roles

Control who has access to your organization and what they can do. Transcribe Health uses a role-based system to manage permissions.

Prerequisites

• Owners and Admins can invite members and manage roles
• Members can view the member list but cannot modify it

Viewing members

Navigate to Organization > Members tab to see all current members and pending invitations.

Inviting a new member

1. Click Invite Member

Click the Invite Member button at the top of the Members tab.

2. Fill in the invitation

Enter the person's email address and select a role:

Role	Permissions
Admin	Full access to settings, members, billing, and all clinical features
Member	Create sessions, use templates, manage their own documents
Guest	Limited read-only access

3. Send the invitation

Click Send Invitation. The invitee receives an email with a link to join your organization.

Changing a member's role

On the Members tab, use the role dropdown next to a member's name to change their role. Only owners can promote members to Admin.

Removing a member

Click the three-dot menu next to a member and select Remove Member. This immediately revokes their access to the organization.

Managing teams

Use the Teams tab to create sub-groups within your organization. Teams help organize members by department, specialty, or project.

Click Create Team to add a new team with a name, description, and color.